SideDrawer has templated Info Requests you can use as a starting point to customize. These Info Requests include (click each link to see a copy):

  1. Info Requests that can be great onboarding forms:

    1. Demographic Questionnaire – use this to capture demographic information about your clients

    2. Financial Status Questionnaireuse this to get a high-level summary of the Assets, Accounts, Liabilities, and Insurance Policies your clients have today. Collect via check boxes to make it quick for Clients to complete

  2. Info Requests that can help collect documents (a great second step after the above onboarding forms)

    1. Financial Document Collectionnow that you know high-level what your client has from the Financial Status Questionnaire, collect the appropriate documents. Includes typical Assets, Accounts and Liabilities. Not only will you have all the required documents, but you have also helped organize a repository of critical information that your client should share with their loved ones.

    2. Insurance Policy Collectionnow that you know high-level what your client has from the Financial Status Questionnaire, collect the appropriate documents. Includes all typical Insurance Policies. Not only will you have all the required documents, but you have also helped organize a repository of critical information that your client should share with their loved ones.

  3. Info requests that help with estate and future planning

    1. Digital Asset InventoryHelp your client note all critical digital asset logins and passwords. This will make it easy for loved to manage accounts after death.

    2. Estate and TrustHelp Clients note all requirements for Estate and Trust planning to get them on their way to building the right plan for them

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If you have any suggestions or changes you believe should be made to the templated Info Requests please reach out to [email protected].

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